Registrating a Case for a Lead.

Van mark@markdehaan.nl

Hi,

Normally a case can only be registered to a customer being an account or Contact. This will normally do the trick since you know the customer, when he registering a case. But in some organizations there are thousands of leads and they don’t want to combine the leads with contacts or accounts.

The solution it then to create a new relationship between case and Lead. and depending on what you want to do with the history linked to a lead when the lead converts to a account/contact and opportunity, a plugin is required to link the case to the appropriate account or contact.

 Categorie: Microsoft Dynamics CRM
Over deze plugin mark@markdehaan.nl

Mark de Haan is a Functional Dynamics 365 Customer Engagement consultant at Macaw (www.macaw.nl). From 2006 I implement Dynamics CRM by a variety of customers, in the Industry, Customer goods, Finance, Insurance, Education, Manufactering and services branches. With my 10+ years of experience in de Dynamics CRM I know a lot of the different CRM functionalities. And are always trying to help my customers so they can help their customers in a superb way, That's my challenge. "Challenge Accepted"

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